Proinvest Wealth

Pune, India
Offers customized investment plans for mutual funds, equities, and financial advisory.
Annual revenue $387,772 Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 3 Services tracked
Competitors 8 Brand Intelligence

About Proinvest Wealth

Proinvest Wealth is a company based in Pune (India). It operates as a B2C. Proinvest Wealth offers products and services including Mutual Funds, Fixed Deposits, and Equity Services. Proinvest Wealth operates in a competitive market with competitors including Muthoot Fincorp, Stratzy, Motilal Oswal Private Wealth, Muthoot Group and Fortune Wealth Management, among others.

  • Headquarter Pune, India
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website
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  • Legal Name Proinvest Wealth Private Limited
  • Date of Incorporation 04 Aug, 2017
  • Jurisdiction Haveli, Maharashtra, India
Operational Areas
Financial Services → Capital Markets & Trading Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $387.77 K (USD)
    44.38
    as on Mar 31, 2023
  • Net Profit
    $93.45 K (USD)
    144.32
    as on Mar 31, 2023
  • EBITDA
    $217.67 K (USD)
    424.75
    as on Mar 31, 2023
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    Not available
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Products & Services of Proinvest Wealth

Proinvest Wealth offers a comprehensive portfolio of products and services, including Mutual Funds, Fixed Deposits, and Equity Services.

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Category locked
Primary

Provides options for investing in mutual funds to build portfolios.

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Offers secure fixed deposit plans for steady returns.

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Advisory for direct equity investments and portfolio management.

Funding Insights of Proinvest Wealth

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Detailed funding history for Proinvest Wealth

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Investments & Acquisitions by Proinvest Wealth

Investments
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Investment portfolio details for Proinvest Wealth

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  • Transaction dates
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Financial Statements - Proinvest Wealth

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Detailed financials for Proinvest Wealth

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Proinvest Wealth Comparisons

Proinvest Wealth Primary company
Description
Offers customized investment plans for mutual funds, equitie...
Location
Pune, India
Founded Year
-
Annual Revenue
$387.77 K (USD)
Net Profit
$93.45 K (USD)
EBITDA
$217.67 K (USD)
Employees
Not available
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Peer comparison for Proinvest Wealth

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Competitors of Proinvest Wealth

Proinvest Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Muthoot Fincorp, Stratzy, Motilal Oswal Private Wealth, Muthoot Group and Fortune Wealth Management, among others.

Company Name Domain Founded year HQ Location Description
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Non-banking financial company specializes in providing a range of financial products & services
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Provider of wealth management services
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Offers comprehensive wealth management services, including portfolio advisory and financial planning.
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Diversified operations are conducted across multiple industries by Muthoot Group.
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Provides investment management, broking, and wealth creation services for clients in India.
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Investment management services are provided to clients by the firm.
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Detailed competitors of Proinvest Wealth

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Latest news on Proinvest Wealth

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Complete news archive for Proinvest Wealth

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Frequently Asked Questions about Proinvest Wealth

Proinvest Wealth is headquartered in Pune, India. It is registered at Pune, Maharashtra, India.

Annual revenue of Proinvest Wealth is $387.77K as on Mar 31, 2023.

Proinvest Wealth Pvt. Ltd. is a wealth management firm based in Pune, India, assisting clients with personalized investment solutions. It focuses on mutual funds, bonds, fixed deposits, and equity through a tailored process that includes goal assessment, risk profiling, and portfolio reviews. The company partners with Sajag Securities for secure and transparent services, emphasizing long-term growth and market analysis to help clients achieve financial aspirations.

Proinvest Wealth's top competitors include Stratzy, Muthoot Fincorp and Muthoot Group.

Proinvest Wealth offers Mutual Funds, Fixed Deposits, and Equity Services.

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